Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
August 14, 2023
Question

How can I customize what's in the email to my clients when I send an invoice?What's populating automatically doesn't make sense. This seems to be new.

  • August 14, 2023
  • 1 reply
  • 1 view
The salutation is weird: It says Hi Title. First Name Last Name! It looks like a typo with the exclamation point. Then below it all, it says, "Hope to see you again;" That doesn't work for my business. I need it to not say that.  

1 reply

QuickBooks Team
August 14, 2023

Thank you for bringing our attention to this matter, @nanetteholt.

 

Invoices represent the communication between you and the customer. That's why I understand the importance of using the correct salutation and punctuation in a business. 

 

Upon checking my resources here, the report (INV-87997) about the message from the invoice email you mentioned has been closed. Since you're still experiencing the same issue, I recommend contacting our Support Team. They can figure out what happened to your sales form and provide resolutions.

 

Here's how:

 

  1. Go to the Help icon and choose Search.
  2. Click the Contact Us button and enter your concern.
  3. Press Continue.

 

Please note our operating hours so you can contact us timely. For other ways to reach us, refer to this article: QuickBooks Online Support.

 

Visit this article for more information about modifying invoices and other sales forms in the program: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Scan this guide to learn how to receive customer payments for invoices: Record invoice payments in QuickBooks Online.

 

Drop a comment below if you have follow-up questions or concerns about managing invoices. I'll be here to assist you. Take care.